Senior Wealth & Trust Advisor

Bank of America; New Haven (IN); On-site; USD 98,000 - 210,000; Full time

Job summary

Bank of America in New Haven, CT is seeking a senior fiduciary and wealth-management professional to manage a book of fiduciary and investment accounts for high-net-worth clients and multi-generational families.

You will oversee administration and business development of complex investment management and trust accounts, working with teams to educate clients and centers of influence, drive retention, and manage risk.

Qualifications

• Minimum five years of trust administration and estate planning experience.
• Fiduciary law knowledge and estate/wealth transfer planning.
• Compliance with policies, procedures, regulatory and legal requirements.

Responsibilities

• Provide fiduciary administration support including review of trust instruments and risk management.
• Coordinate opening/closing of investment accounts, money movement, and account maintenance.
• Engage with clients/prospects to tailor wealth solutions and deliver high-quality experiences.
• Ensure regulatory and legal compliance for client accounts and portfolios.
• Identify and develop new business opportunities with existing clients and prospects.

Skills

Business Development

Client Management

Customer Focus

Risk Management

Wealth Planning

Client Experience

Client Solutions

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

High School Diploma / GED

Bachelor’s Degree

CTFA, CFP, AEP, JD, CPA

Job description

Bank of America in New Haven, CT is seeking a senior fiduciary and wealth-management professional to manage a book of fiduciary and investment accounts for high-net-worth clients and multi-generational families.

You will oversee administration and business development of complex investment management and trust accounts, working with teams to educate clients and centers of influence, drive retention, and manage risk.